Yifan Lai
InvestorPrincipal at Wellington Management
New York, New York
Writes $10M – $50M checks · typically $25M
Experience
- Wellington ManagementPrincipalcurrent2024 — presentNew York, New York, United States
- Runway Growth CapitalPrincipal2023 — 2024New York, New York, United States
- Runway Growth CapitalVice President2021 — 2022
- Runway Growth CapitalAssociate2020 — 2021New York, New York, United States
- Freemark PartnersSenior Associate2017 — 2020New York, New York
- DriverFinance Lead2016 — 2017San Francisco Bay Area
- Goldman SachsInvestment Banking Analyst2014 — 2016Greater New York City Area
- Goldman SachsInvestment Banking Summer Analyst2013Greater New York City Area
- University of IowaResident Assistant2010 — 2013Iowa City, Iowa Area
- J.P. MorganSummer Analyst2012Greater Chicago Area
- The University of Iowa Krause FundAnalyst - Energy Sector2012Iowa City, Iowa Area
- Northern Trust Global InvestmentsIntern - Mutual Funds & Fixed Income Product Management2011Greater Chicago Area
Skills & more
Leadership10Analysis4Analytical Skills4Financial Modeling17Valuation32Data Analysis32Equity Research8Student Affairs2Portfolio Management4Peer Leadership1Investments13Event Planning2
+12 more
Program ManagementFixed IncomeEconomicsCorporate FinanceFinanceDerivativesHedge FundsInvestment BankingDCFFinancial AnalysisAlternative InvestmentsVBALanguages Chinese · English · German
- Level 10 (top national level) - Classical Piano — Chinese Musicians Association
- Advanced Open Water Diver — PADI
- Series 79 — FINRA
From Yifan's professional profile.
Colleagues at Wellington Management
Alan Hsu
Portfolio Manager at Wellington Management
Andrew Heiskell
Investor at Wellington Management
Anna Lunden
Equity Portfolio Manager, EMEA DE&I Committee – Chair at Wellington Management
Campe Goodman
Fixed Income Portfolio Manager at Wellington Management
Connor Fitzgerald
Fixed Income Portfolio Manager at Wellington Management
Greg Wasserman
Head of Private Climate Investing at Wellington Management
Jackson Cummings
Head at Wellington Management
Jean Hynes
CEO at Wellington Management
Frequently asked questions
- Who is Yifan Lai?
- Principal at Wellington Management
- Where does Yifan Lai work?
- Yifan Lai is Principal at Wellington Management.
- What check size does Yifan Lai write?
- Yifan Lai typically writes checks of $10M – $50M.
- Where did Yifan Lai go to school?
- Yifan Lai studied at University of Iowa (Bachelor of Business Administration (B.B.A.), Finance); 浙江省杭州市萧山中学.
Same school
Also attended University of Iowa46
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+ 40 more
Shared employers
Also worked at Runway Growth Capital36
David SprengFounder, CEO, and CIO at Runway Growth CapitalTom RatermanVice Chairman at Runway Growth CapitalAndy MizerekSenior Director of Marketing at Runway Growth CapitalAvisha KhubaniChief Credit Officer at Runway Growth CapitalBrenda LinAssociate, Investment Team at Runway Growth CapitalBrinton HooverAssociate, Investment Team at Runway Growth Capital
+ 30 more
Also worked at Driver1
Also worked at Goldman Sachs1,505
Josh KushnerFounder & CEO of Thrive CapitalSarah GuoFounder & General Partner of ConvictionFred EhrsamCo-founder and Senior Advisor at Paradigm; founder of NudgeMatt HuangCo-founder and Managing Partner at ParadigmDavid VélezFounder & CEO of NubankTarek MansourCo-founder & CEO of Kalshi
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Also worked at University of Iowa10
Ryan LongAssociate at Tri-Valley VenturesJack WarningPortfolio at SUPPLY CHANGE CAPITALKevin SchirooLead DataOps Engineer at Camber PartnersMerryn TawhaiDirector at Cure Kids VenturesSusanna HarrisDirector of Platform at Breakout VenturesAlex KopelyanPartner at SOSV
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